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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,685 | $115,814-92.5% | $101,275-91.4% | $158,982-94.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 63.73% | 56.16%+7.6pp | 46.48%+17.2pp | 302.99%-239.3pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,679 | $4,958-25.8% | $4,371-15.8% | $5,983-38.5% |
| Admin fee / account holder | $82 | $7,249-98.9% | $5,948-98.6% | $11,252-99.3% |